Why Everyone Needs an Estate Strategy Full Size Version Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.